USI Employee Benefits · Capabilities Meeting, Round 2 · July 30, 2026

Your agenda. Start to finish.

Some of you have worked with us before, some are seeing Plansight for the first time. Either way, the next two hours follow the agenda you sent, in your order, mostly live in the product. Two ways through it: take the agenda as written, or walk your condensed workflow step by step. Switch anytime from the menu button inside either deck.

Your 2-hour agenda, mapped to Plansight

The Agenda

Run the meeting exactly as USI laid it out: marketing process end to end, small group, the focus items, reporting, implementation, integrations, and pricing. Best when you want to follow the agenda in order.

Open the agenda →

Your 8 steps, end to end

The Workflow

Walk USI’s condensed marketing workflow, step by step, and how Plansight handles each one, from spreading the renewal to enterprise reporting. Best for the deep dive through your day to day.

Open the workflow →

Ask anytime

Scout Q&A is open for this session. Open the link we drop in the meeting chat, ask anything privately, and keep asking for about an hour after we finish.

Tip: press the ⌂ menu button in either deck to come back here.